TCM

Triumph Capital Management Portfolio holdings

AUM $409M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.35M
3
+$3.8M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.38M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.33M

Top Sells

1
+$4.76M
2
+$4.29M
3
+$3.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.29M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.58M

Sector Composition

1 Financials 8.99%
2 Technology 6.53%
3 Real Estate 2.67%
4 Consumer Discretionary 2.17%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$612K 0.28%
1,173
+40
77
$605K 0.27%
13,143
+4,176
78
$592K 0.27%
+16,682
79
$591K 0.27%
18,391
+7,349
80
$587K 0.27%
+50,348
81
$574K 0.26%
+12,969
82
$566K 0.26%
+8,420
83
$564K 0.26%
20,764
-17,481
84
$556K 0.25%
5,978
+53
85
$550K 0.25%
19,180
+6,807
86
$548K 0.25%
+4,741
87
$541K 0.25%
+42,932
88
$539K 0.24%
6,757
-478
89
$536K 0.24%
15,603
-721
90
$530K 0.24%
33,256
+8,218
91
$523K 0.24%
7,287
+300
92
$518K 0.23%
14,130
+2,572
93
$514K 0.23%
4,048
-360
94
$498K 0.23%
47,977
-5,125
95
$498K 0.23%
19,150
-116
96
$494K 0.22%
+14,000
97
$488K 0.22%
+12,562
98
$471K 0.21%
+17,000
99
$468K 0.21%
24,800
100
$465K 0.21%
4,155
+29
2 3
4
5 6